Demetruis MoodyCRD Number: 6256426
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Demetruis Moody (CRD# 6256426) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 3 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Sep 2013 - Current||3|
|Unemployed||Jacksonville, FL||Feb 2013 - Aug 2013||< 1|
|Ccc Transportation||Auburndale, FL||Aug 2012 - Jan 2013||< 1|
|Link America Express||Tulsa, OK||Aug 2012 - Aug 2012||< 1|
|Mct Transportation LLC||Siox Falls, SD||Apr 2012 - Aug 2012||< 1|
|Us Xpress Enterprises||Chattanoooga, TN||Feb 2012 - Apr 2012||< 1|
|Werner Enterprises||Omaha, NE||May 2011 - Feb 2012||< 1|
|Unemployed||Avon Park, FL||Sep 2010 - Apr 2011||< 1|
|Avon Park Correctional Institution||Avon Park, FL||Apr 2004 - Aug 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Mar 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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